Fragasso Financial Advisors Inc: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fragasso Financial Advisors Inc on SPY, newest first. How the timeline and the estimate are built.
Fragasso Financial Advisors Inc held 7,347 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 7,347 sharesChange vs previous 13F +111 shares
0.29% of the 13F portfolio, value $5,720,463.
13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
Accepted , ingested - period ended2026-06-3013F 7,236 sharesChange vs previous 13F +403 shares
0.29% of the 13F portfolio, value $5,403,649.
13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,833 sharesChange vs previous 13F +376 shares
0.27% of the 13F portfolio, value $4,502,643.
13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,457 sharesChange vs previous 13F +72 shares
0.27% of the 13F portfolio, value $4,402,963.
13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,385 sharesChange vs previous 13F +75 shares
0.27% of the 13F portfolio, value $4,272,697.
13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,310 sharesChange vs previous 13F -51 shares
0.26% of the 13F portfolio, value $3,898,346.
13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,361 sharesChange vs previous 13F -196 shares
0.26% of the 13F portfolio, value $3,558,182.
13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,557 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $3,842,975.
13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).